Elizabeth Mason Doubet is a financial advisor at EFS Advisors in Mt. Vernon, Iowa, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Advanced Advisor Group LLC and Dennis Ludwig. Outside of finance, she owns and operates Mason Metalworks LLC, a custom jewelry fabrication business. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process and integrates proprietary technology and AI tools to support portfolio management and offers non-asset management financial consulting and referrals.

Kayla Price is a financial advisor at Principal Advised Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BerganKDV and Prudential Investment Management Services. Kayla is based in Coggon, Iowa. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to provide both non-discretionary and discretionary investment management, supported by integration with the Principal Financial Group family of companies.

Marc Kerscher is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Thrivent since 2008. Outside of his advisory role, he serves as an assistant high school football coach and is a member of the board of directors for a senior living complex. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brian Gogel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and concurrently maintains a long-standing role at Citizens State Bank. Outside of his advisory work, he is involved in agricultural operations as a partner in Gogel Brothers Farms and serves as treasurer for both the Monticello School Foundation and the Monticello Youth Baseball Softball Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and other retirement-plan sponsors. The firm offers a range of services through independent financial professionals, including financial planning, investment management, and retirement plan advisory, utilizing proprietary and third-party model strategies and multiple platform arrangements tailored to client objectives.

Dana Goshon is a CFP® professional with five years of industry experience currently advising at Edward Jones. Prior to joining Edward Jones in 2021, Dana spent nine years at Collins Community Credit Union. Outside of financial advising, Dana holds a vice president role at R&G Investments, a restaurant business in Pella, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Brock Hillers is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Cottingham and Butler for two years and has experience in diverse roles including time with the University of Iowa Football program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Christian Brokaw is a financial advisor at Edward Jones in Monticello, IA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kent Streicher is a financial advisor with Edward Jones in Anamosa, Iowa, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns Streicher Enterprises, an LLC involved in commercial property development including plans for a new Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of investment strategies and affiliated financial products under a fiduciary standard.

Kyle Hibbing is a financial advisor with Edward Jones in Marion, Iowa, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Hibbing is involved in managing commercial real estate through his ownership and presidency of KJJB, LLC in Hiawatha, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large nationwide network of financial advisors and branch offices.

Craig Thompson is a financial advisor with Edward Jones in Monticello, IA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns a small office rental business in Monticello. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kris Gobeli is a Certified Financial Planner® with six years of industry experience, currently serving with Thrivent Investment Management. His prior work includes roles at Edward Jones, Fidelity Bank & Trust, and Facet. Outside of finance, he co-owns a small herd of miniature cattle and serves on the board of the Wyoming Fair Association, supporting local agricultural events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning without portfolio management for institutional clients and allows clients to combine planning with managed-account services under a consolidated billing option.